Start a sales block with a concise lead response review
See which lead conversations may need a response and what each one is about before starting your next block of work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Messages
Lists messages in an inbox.
Why this helps
Sales follow-up can feel scattered when the status of a lead and its latest conversation are not in the same place.
- Create a focused entry point for lead follow-up.
- Summarize returned messages into potential next actions.
- Avoid assuming lead status that was not provided.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Agent Mail once in the Notis portal.
- 2Create an automation describing the lead criteria and response review format.
- 3Choose a recurring schedule as the trigger.
- 4Choose where to receive run reports.
- 5Test with one real lead message set and validate suggested next actions.
Questions about this workflow
Can Notis tell which leads are active?
Provide the relevant status or selection criteria with the information available to the run. The listed actions do not read AccuLynx records automatically.
Does this workflow reply to leads?
No. It lists and summarizes messages for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Agent mail. A trigger fires from one place; an action lands in another.
Acculynx triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Retrieves the full details of an email message from an inbox.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Draft
Create a draft and optionally schedule its automatic delivery.
List Messages
Lists messages in an inbox.
Create Inbox
Create an inbox for sending and receiving messages.
Send Email
Sends an email.
Create Inbox API Key
Create an inbox-scoped API key; omitting permissions grants all available inbox permissions.
Delete Thread
Permanently delete a thread and all its messages.
Get API Key
Retrieve API key details without exposing its secret.
Connect any two apps with Notis in the middle.
Acculynx and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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